Purchases and Sales Made in Q3 2023 in First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information about the institutional ownership of First Tr ETF Fd Iv First Tr Lo (LMBS) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD IV FIRST TR LO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-828- 15.38% |
$39K - $39.7K
|
4.55K
$221K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-861- 11.38% |
$40.6K - $41.3K
|
6.71K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-937- 9.95% |
$44.2K - $44.9K
|
8.48K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-959- 21.57% |
$45.2K - $46K
|
3.49K
$169K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.04K- 1.82% |
$49K - $49.9K
|
56.1K
$2.72M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.06K- 3.17% |
$50.2K - $51K
|
32.5K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.19K- 0.81% |
$55.9K - $56.8K
|
146K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.24K- 0.27% |
$58.6K - $59.6K
|
460K
$22.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.38K- 1.16% |
$65.3K - $66.3K
|
118K
$5.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.47K- 23.81% |
$69.1K - $70.2K
|
4.69K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 6.09% |
$69.3K - $70.5K
|
22.7K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-1.52K- 10.05% |
$71.4K - $72.6K
|
13.6K
$658K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.59K- 12.73% |
$74.7K - $76K
|
10.9K
$528K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.59K- 19.36% |
$75.1K - $76.4K
|
6.64K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.67K- 9.5% |
$78.7K - $80.1K
|
15.9K
$772K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 6.65% |
$80.8K - $82.2K
|
24.1K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-1.98K- 1.85% |
$93.4K - $95K
|
105K
$5.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2K- 51.11% |
$94.3K - $95.9K
|
1.91K
$92.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.08K- 11.47% |
$98.1K - $99.7K
|
16.1K
$780K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.19K- 31.18% |
$103K - $105K
|
4.84K
$235K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.33K- 1.64% |
$110K - $112K
|
140K
$6.81M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.48K- 24.01% |
$117K - $119K
|
7.84K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.51K- 0.9% |
$118K - $120K
|
276K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.7K- 6.19% |
$127K - $129K
|
40.9K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.71K- 6.71% |
$128K - $130K
|
37.7K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.73K- 15.6% |
$129K - $131K
|
14.8K
$717K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.93K- 3.97% |
$138K - $140K
|
70.7K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.14K- 3.62% |
$148K - $150K
|
83.5K
$4.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.53K- 1.03% |
$166K - $169K
|
338K
$16.4M
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.54K- 1.86% |
$167K - $170K
|
187K
$9.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.61K- 2.84% |
$170K - $173K
|
123K
$6M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.61K- 9.06% |
$170K - $173K
|
36.2K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3.71K- 1.3% |
$175K - $178K
|
282K
$13.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-3.81K- 4.78% |
$180K - $183K
|
76K
$3.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.85K- 15.47% |
$181K - $184K
|
21K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.91K- 9.07% |
$184K - $188K
|
39.2K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.96K- 17.63% |
$187K - $190K
|
18.5K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.17K- 40.91% |
$197K - $200K
|
6.02K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-4.3K- 21.93% |
$203K - $206K
|
15.3K
$744K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-4.35K- 13.29% |
$205K - $209K
|
28.4K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 1.12% |
$207K - $210K
|
387K
$18.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.51K- 14.53% |
$213K - $216K
|
26.5K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.54K- 13.77% |
$214K - $218K
|
28.4K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.56K- 14.38% |
$215K - $219K
|
27.2K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.59K- 24.26% |
$217K - $220K
|
14.3K
$696K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.62K- 23.85% |
$218K - $221K
|
14.7K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.75K- 8.2% |
$224K - $228K
|
53.1K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 12.34% |
$226K - $230K
|
34.1K
$1.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.87K- 34.15% |
$230K - $234K
|
9.4K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.19K- 1.01% |
$245K - $249K
|
511K
$24.8M
|